Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,746 | $65,027-92.7% | $90,970-94.8% | $79,852-94.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 17.71% | 30.45%-12.7pp | 134.58%-116.9pp | 31.72%-14.0pp |
| Employer contribution / active EE | $453 | $1,247-63.7% | $2,122-78.7% | $2,471-81.7% |
| Participant deferral / active EE | $714 | $2,512-71.6% | $3,373-78.8% | $3,740-80.9% |
| Admin fee / account holder | $16 | $4,535-99.6% | $5,960-99.7% | $5,306-99.7% |